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Preparing Heirs for Their Inheritance

Are your heirs ready to deal with wealth you may be planning to pass on to them someday? Inheritors often struggle with their windfalls in ways that can be hazardous to their health and their wealth. Find out how the Super Rich prep their heirs for their inheritance. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A4_PREPARING_HEIRS/ Standing […]

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Smart Ways to Give Your Pets Their Best Lives

If you consider your four-legged friends more like family, you’ll want to do all you can to help your pets live longer, healthier and more comfortable lives. Here are some tips for proactive pet owners. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A5_PETS_BEST_LIVES/ As always, standing by if I can be of any assistance.

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Not Locking Down

A resurgence of new Coronavirus cases around the country has created uncertainty in the markets.  Stock markets fell last week, not because of the virus, but because markets fear another round of economy-killing, government-mandated lockdowns.  We don’t expect that to happen, but when the government is involved, risks are definitely […]

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My New Healthcare Relationship

I have a new Primary Care Physician with a different title – “Concierge Physician (CP)”. The title brings with it a new format to my healthcare relationship. My CP is Dr. Rosen in Calabasas who is on a monthly retainer to care for my family. Concierge Medicine is an exclusive […]

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Reclaim Your Time

The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.

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Combating Cabin Fever

Good Morning 360° Family Office Members and Friends and Happy Thursday!  We hope everyone is happy and healthy! A friend sent me this note today and I really appreciated it and wanted to share it with you… We know that working from home and practicing social distancing may have its challenges. Luckily companies […]

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What is Faith-Based Healthcare?

Unlike traditional health insurance, these plans do not “insure” people but rather “share” healthcare costs among a large pool of people. Members pay into the system and upon receiving a bill from their physician other members of the plan will contribute to help pay the bill. Does Faith-Based Healthcare Cover […]

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